Andrew H. Rosen, JD, LL.M Chief Corporate Officer President, International andrew@blackboard

1. Transformation, Innovation & Sustainable QualityThe Educational Technology FrameworkSEEQUEL, Budapest –23-Jun-04 Andrew H. Rosen, JD, LL.M Chief Corporate Officer President, International andrew@blackboard.com

2. Trends & the Relevance of Transformation • The Crossroads – Implications on Quality and Managing Change • THESES: • We Need to be Thinking Ahead, accounting for transformation - • We Need A Framework for Planning Academic Technology Success • Requirements • Tools for communicating emerging needs and requirements to: • Sr. Non-Technology Decision Makers about the Future • Different Stakeholders – Integrating the Campus • Your Vendors • Technology Team Roadmap planning for: • Deployments – account for “Breadth, Depth & Sophistication” • technology & end user increases in use and sophistication • Budgets • Outcomes • Interoperability (content, community, library, eResearch, consortiums) • Managing Expectations • This is not email or SIS systems (Strategic Information System) • eEducation has the distinctive pressure of: • Continued Relevance • Required Ongoing Innovation • Constant Exploration & Demand for Increased Outcomes

3. Trends & the Relevance of Transformation • Navigating – Implications on Quality and Managing Change • CONSIDER TECHNOLOGY DECISIONS • Open, Extensible and Integratable • Standards Based • Easy to Use • Culturally Aware & • Scalable • GETTING TO TRANSPARENCY

4. How was the Framework Developed? • Significant need to provide key insight into technology growth characteristics, through a structured approach that initiates a thought process for stakeholders within a learning organization • Initial concept requirements were driven by the need to provide aroadmap for organizations that struggle with enterprise oriented educational technologies AND ensure long term quality • Mitigate risks and overcome pitfalls commonly associated with enterprise level educational technology adoption

5. Educational Technology Theses for ENSURING QUALITY • Technological adoption within a learning organization is not simply about providing end users access to a specific technology • It accomodates Transformation under an Openly Extensible Innovative Framework • Organizations must consider specific factors, within defined phases, throughout a life cycle of adoption in order to support transformation & develop an environment in which technology adoption can successfully take place and eventually become transparent. • Each phase has different characteristics that demand decision making and investment.

6. Development Considerations Known research • Technology adoption double “S” curve Industry growth and experience • Known challenges for academic institutions • Known technology paradigms • Customer examples and situations

7. Exploratory Supported Strategic Mission Critical Transformative Transition 4 Transition 2 Transition 3 Transition 1 Educational Technology Framework % of Institutional Users Phase 5 Phase 2 Phase 3 Phase 4 Phase I Time

8. Transition 1 • Technology champions emerge • Training initiatives begin • Identification of best practices • from “word of mouth” to collective voice • Departmental involvement Exploratory Phase • Uni-functional • One Department, One Person • Few Participants • De-Centralized with Multiple initiatives • Selection process • Features and Function Driven • Specific Individual needs • Acquired through creative financing

9. Transition 2 • Training programs provided regularly • Ad-hoc help desk evolves • Policies and procedures develop • Consistent and significant messaging • Existing support staff claim additional responsibilities Supported Phase • Cross-departmental • Groups of participants • Low level institutional teaching/support model • Technology “Hand-Off” • Features and Function Driven • Specific Individual needs as well as group collaboration • Acquired through existing operating budgets

10. Transition 3 • “Always on” mentality • Academic/Administrative collaboration defined • Well known processes and procedures • Implementing academic/strategic plan • Systems integration begins Strategic Phase • Significant mass of users and momentum • Organizational responsibilities designed • Enterprise technology driven decision • Integration with other institutional systems • Meets a variety of constituent based needs • Academic technology planning begins, committees form • Operational as well as Ad-Hoc capital budget

11. Transition 4 • Widespread institutional adoption • Key component for educational delivery • Essential to all academic constituents • SIS level significance • Top Down/Bottom Up awareness and responsibilities Mission Critical Phase • Widespread institutional adoption, critical mass of users • Executing academic technology plan • Centralized service and support • Academic/Administrative collaboration • Institutional technology consolidation • Committed budget, executive sponsorship and extreme visibility

12. Transformative Phase • Strategic plan is key to institutional success • Integral to curriculum delivery • Centralized academic technology resource • Representative of Learning Organization • Core to the Organization, brand impact • “Off the Top” Funding • Organizational and technological transformation Final Stage • Actual curriculum changes are dependent on the academic technologies • Represents the institutional experience, and critical for learner experience • Firmly established as critical delivery mechanism • Technology is Transparent

13. Exploratory Supported Strategic Mission Critical Transformative 25-40%+ 20 -25% 5 - 20% 0 - 5% Institutional User Growth % of Institutional Users Phase 5 Phase 2 Phase 3 Phase 4 Phase I Time

14. Phase Activities Planning None Departmental Centralizing Centralized Institutional Budgetary “Out of Pocket” Operating Operating Capital “Off the Top” Technology Individual Departmental Organizational Institutional Extensible Support Individual Decentralized Centralizing Centralized Institutional Training Individual Intermittent Scheduled Custom Continuous

15. Planning Ad Hoc ≤2 yr ≤5 yr Budgetary Ad Hoc - Operational Operational/Capital “Off the Top” Technology Ad Hoc Academically Supported Academic & Administratively Supported Support Ad Hoc Decentralized Centralized support w/ End User Help Desk Training Ad Hoc Intermittent Regularly Scheduled and Custom Framework Activities

16. Transformative Assumption: Promoting Long Term QUALITY • An academic institution with a 2 - 5 Yr Academic Technology plan • with “Off the Top” funding • A consolidated “enterprise” level technology strategy • academic as well as administrative internal support • a centralized support and end user help desk and • regularly scheduled training programs will have the greatest chance to succeed!!

17. Exploratory Supported Strategic Mission Critical Transformative Adaptive Predictive Managed Basic Infrastructure Transitions for a Quality Deployment % of Institutional Users Phase 5 Phase 2 Phase 3 Phase 4 Phase I Time

18. Exploratory Supported Strategic Mission Critical Transformative Schools HE / FE Corp/Gov Commercial Publishers Framework – Market Analysis Phase 5 Phase 2 Phase 3 Phase 4 Phase I

19. Ensuring Long Term Quality: Getting to Transformative • Align institution along framework • Infrastructure • Integration • Support (internal/external) • Content storage plan • Pedagogical resources • Professional development • R&D efforts • Teaching and Learning methodologies • Standardized service offerings

20. Ensure Quality: Plan for Institutional Success • Developing a Plan to Ensure Sustainable Quality • Adopt The Right Technolgies: • Easy to Use and Deploy • Open & Extensible (easily integratable with existing technologies using international standards) • Scalable & Proven • Develop a Sustainable Educational Technology Plan • Institutional Strategic Plan • Map to Strategic objectives with outcome orientation • Institutional Academic Plan • Map to pedagogical objectives understanding use cases • Institutional Technology Plan • Map to infrastructures objectives with outcome orientation

21. Educational Technology Plan Educational Technology Plan Institutional Strategic Plan Academic Plan Technology Plan Professional Development Technical Support Student/Faculty Support Departmental Goals

22. Plan for Quality filler Educational Technology Plan Academic Plan Technology Plan Technical Support End User Support ProfessionalDevelopment